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Side-by-side financial comparison of ESAB Corp (ESAB) and Guardian Pharmacy Services, Inc. (GRDN). Click either name above to swap in a different company.
ESAB Corp is the larger business by last-quarter revenue ($727.8M vs $397.6M, roughly 1.8× Guardian Pharmacy Services, Inc.). ESAB Corp runs the higher net margin — 7.5% vs 5.3%, a 2.3% gap on every dollar of revenue.
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
ESAB vs GRDN — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $727.8M | $397.6M |
| Net Profit | $54.8M | $20.9M |
| Gross Margin | 37.0% | 21.5% |
| Operating Margin | 14.6% | 7.7% |
| Net Margin | 7.5% | 5.3% |
| Revenue YoY | 8.5% | — |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $0.90 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $727.8M | $397.6M | ||
| Q3 25 | $715.6M | $377.4M | ||
| Q2 25 | $678.1M | $344.3M | ||
| Q1 25 | — | $329.3M | ||
| Q4 24 | $670.8M | — | ||
| Q3 24 | $673.3M | $314.4M | ||
| Q2 24 | $707.1M | — | ||
| Q1 24 | $689.7M | — |
| Q4 25 | $54.8M | $20.9M | ||
| Q3 25 | $66.9M | $9.8M | ||
| Q2 25 | $67.4M | $9.0M | ||
| Q1 25 | — | $9.4M | ||
| Q4 24 | $53.7M | — | ||
| Q3 24 | $68.2M | $-122.0M | ||
| Q2 24 | $82.9M | — | ||
| Q1 24 | $60.0M | — |
| Q4 25 | 37.0% | 21.5% | ||
| Q3 25 | 37.2% | 19.8% | ||
| Q2 25 | 37.6% | 19.8% | ||
| Q1 25 | — | 19.5% | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | 19.4% | ||
| Q2 24 | 38.2% | — | ||
| Q1 24 | 37.0% | — |
| Q4 25 | 14.6% | 7.7% | ||
| Q3 25 | 15.2% | 4.3% | ||
| Q2 25 | 16.2% | 3.7% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 15.7% | -33.3% | ||
| Q2 24 | 16.9% | — | ||
| Q1 24 | 16.0% | — |
| Q4 25 | 7.5% | 5.3% | ||
| Q3 25 | 9.3% | 2.6% | ||
| Q2 25 | 9.9% | 2.6% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 10.1% | -38.8% | ||
| Q2 24 | 11.7% | — | ||
| Q1 24 | 8.7% | — |
| Q4 25 | $0.90 | — | ||
| Q3 25 | $1.09 | — | ||
| Q2 25 | $1.10 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.11 | — | ||
| Q2 24 | $1.35 | — | ||
| Q1 24 | $0.98 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $218.2M | $65.6M |
| Total DebtLower is stronger | $1.3B | $0 |
| Stockholders' EquityBook value | $2.1B | $217.9M |
| Total Assets | $4.9B | $412.7M |
| Debt / EquityLower = less leverage | 0.63× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.2M | $65.6M | ||
| Q3 25 | $258.2M | $36.5M | ||
| Q2 25 | $291.3M | $18.8M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | $249.4M | — | ||
| Q3 24 | $253.7M | $37.2M | ||
| Q2 24 | $228.5M | — | ||
| Q1 24 | $76.5M | — |
| Q4 25 | $1.3B | $0 | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $34.3M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
| Q4 25 | $2.1B | $217.9M | ||
| Q3 25 | $2.1B | $195.5M | ||
| Q2 25 | $1.9B | $179.7M | ||
| Q1 25 | — | $163.2M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $133.9M | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | $4.9B | $412.7M | ||
| Q3 25 | $4.4B | $390.0M | ||
| Q2 25 | $4.2B | $356.3M | ||
| Q1 25 | — | $334.0M | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | $348.0M | ||
| Q2 24 | $4.0B | — | ||
| Q1 24 | $3.8B | — |
| Q4 25 | 0.63× | 0.00× | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | 0.26× | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.61× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $81.5M | $34.6M |
| Free Cash FlowOCF − Capex | $70.3M | — |
| FCF MarginFCF / Revenue | 9.7% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.49× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $238.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $81.5M | $34.6M | ||
| Q3 25 | $46.6M | $28.2M | ||
| Q2 25 | $35.4M | $19.9M | ||
| Q1 25 | — | $17.6M | ||
| Q4 24 | $126.9M | — | ||
| Q3 24 | $101.0M | — | ||
| Q2 24 | $83.0M | — | ||
| Q1 24 | $44.5M | — |
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | $24.2M | ||
| Q2 25 | $28.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $37.1M | — |
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | 6.4% | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 5.4% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | 1.49× | 1.65× | ||
| Q3 25 | 0.70× | 2.87× | ||
| Q2 25 | 0.53× | 2.21× | ||
| Q1 25 | — | 1.86× | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
GRDN
Segment breakdown not available.
